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Add an additional charge to the quotation

About additional charges

Additional charges are for any extra costs you need to add to your order, such as carriage or insurance.

To add an additional charge, you can:

To add an additional charge to a quotation

Open: Sales Order Processing > Quotations > Enter New Quotation | Quotation Details.

  1. Click Add items.
  2. Select Additional Charge.
  3. Enter the Additional charge details.
    • To add an established charge, select the additional charge from the Charge code drop-down list.
    • To enter a new additional charge, leave the Charge code blank and enter a description of the charge in the Charge name box.
  4. Enter the Item totals.

    Tax rate

    		Select the relevant tax rate.

    Net value

    		Enter the net value of the charge.

    Net cost

    Enter the cost of the additional charge.

    This is used to calculate the profit level for the charge.
  5. If applicable, enter Project analysis and Nominal analysis information.

    Project analysis

    Select the Project Code and Project Item from the Project analysis tab.

    Nominal analysis

    This shows the default nominal account for revenue.

    This is used to post the value of the stock. The nominal account is taken from the stock item record.

    If you have selected to allow the amendment of nominal codes in the SOP Settings Order Entry tab, then check the nominal account displayed. Amend the code, if required.
  6. If required, click Analysis Codes or Profit.
    Analysis Codes

    Click Analysis Codes to view or change the analysis codes.

    Note: To change an analysis code, you must have selected Allow amendment of analysis codes in the SOP settings Order Entry tab.

    Select the required Values from the drop-down lists.

    To add a new value to this analysis code, click New value.

    Note: To add a new value to an analysis code, you must have selected Add New on Entry when setting up analysis codes in Accounting System Manager.
    Profit

    Click Profits to view the profit analysis for an item, if you have View Profit set in the User Permissions.

    Note: The type of profit calculation (percentage based on revenue or cost) is set in the Stock Control settings Options tab.
  7. Click Save to add the additional charge to the order.
See also

Overview

Additional charges (SOP)

Other tasks

Add goods and services to the quotation (standard items)

Add goods and services to the quotation (free text items)

Add a comment to the quotation

Reference

Order entry (SOP settings)

Maintain analysis codes (ASM)

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